I. Filling the Gaps In Retirement
II. Income Planning
III. Case Studies
Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.
There is no cost to attend the course, but you must register.
The goal of this class is to give you the tools you need to put together a written retirement financial plan that will help to guide you to and through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.
Classes are from 6:00pm-8:30pm
Let's schedule a discovery call.
We offer a complimentary "Get Acquainted" meeting to describe our services to see if our services are right for you.